Reasons for stock selection
Steel Vanadium GFC1 (031002) is one of the few warrants derived from the convertible bonds of separate transactions in the current market, and is also one of the only three equity warrants. After the expiration, the exercise will be completed by the newly issued shares of the listed company. Securities companies are not allowed to create it, avoiding the most important creation risk of warrant investment.
New steel vanadium (000629) is one of the largest rail production bases in China. From 2005 to 2020, China will invest 200 billion yuan in railway construction, with an average annual investment of more than 120 billion yuan, which ushers in an unprecedented opportunity for new vanadium steel, whose rail output accounts for 40% of the domestic market. The company is located in Panxi region, which is rich in vanadium titanium magnetite resources, and is the largest vanadium product production base in China and the third in the world. The company invested 1.2 billion yuan to develop Baima Mine, and its future performance is expected to continue to grow significantly. The company also clearly expressed its intention to go public as a whole.
The warrant has prominent advantages of sub new warrants, and the acceleration of the rising market is imminent. (Guangzhou Boxin)
Position type shares number
Hangang JTB1 twenty-seven thousand and four hundred
Stock market value (yuan) Capital balance (yuan)
101215.6264
Total assets (yuan) floating profit and loss
101479.61.48%
Latest plan: It is planned to sell Handan Steel JTB1 for 3.90 yuan, and buy Steel Vanadium GFC1 (031002) at the closing price of the previous day after the transaction.
